Aptus Capital Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Aptus Capital Advisors, LLC

  • $12.7 Billion
  • Q3 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 186 shares of AOM stock, worth $8,872. This represents 0.0% of its overall portfolio holdings.

Number of Shares
186
Previous 111 67.57%
Holding current value
$8,872
Previous $5,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$45.4 - $47.61 $3,405 - $3,570
75 Added 67.57%
186 $8,000
Q2 2025

Aug 11, 2025
SELL
$41.55 - $46.04 $166 - $184
-4 Reduced 3.48%
111 $5,000
Q1 2025

May 13, 2025
SELL
$42.93 - $44.71 $85 - $89
-2 Reduced 1.71%
115 $5,000
Q4 2024

Feb 14, 2025
SELL
$43.44 - $45.05 $23,978 - $24,867
-552 Reduced 82.51%
117 $5,000
Q3 2024

Nov 05, 2024
BUY
$42.66 - $45.18 $23,804 - $25,210
558 Added 502.7%
669 $30,000
Q2 2024

Jul 31, 2024
SELL
$41.17 - $43.25 $164 - $173
-4 Reduced 3.48%
111 $4,000
Q1 2024

May 15, 2024
BUY
$40.86 - $42.78 $4,535 - $4,748
111 Added 2775.0%
115 $4,000
Q4 2023

Feb 13, 2024
SELL
$37.83 - $41.78 $11,500 - $12,701
-304 Reduced 98.7%
4 $0
Q3 2023

Nov 08, 2023
SELL
$38.81 - $40.84 $18,784 - $19,766
-484 Reduced 61.11%
308 $11,000
Q2 2023

Aug 11, 2023
SELL
$39.32 - $40.55 $1,769 - $1,824
-45 Reduced 5.38%
792 $32,000
Q1 2023

May 09, 2023
SELL
$38.2 - $40.45 $191 - $202
-5 Reduced 0.59%
837 $33,000
Q4 2022

Feb 13, 2023
BUY
$36.07 - $39.57 $216 - $237
6 Added 0.72%
842 $32,000
Q3 2022

Nov 02, 2022
SELL
$36.57 - $40.81 $15,176 - $16,936
-415 Reduced 33.17%
836 $30,000
Q2 2022

Jul 29, 2022
SELL
$38.3 - $43.06 $5,132 - $5,770
-134 Reduced 9.68%
1,251 $49,000
Q1 2022

May 04, 2022
SELL
$41.74 - $45.45 $577,973 - $629,346
-13,847 Reduced 90.91%
1,385 $59,000
Q4 2021

Feb 02, 2022
BUY
$44.53 - $46.0 $526,878 - $544,272
11,832 Added 348.0%
15,232 $693,000
Q3 2021

Oct 27, 2021
BUY
$44.74 - $45.93 $10,290 - $10,563
230 Added 7.26%
3,400 $152,000
Q1 2021

May 06, 2021
BUY
$42.87 - $44.08 $135,897 - $139,733
3,170 New
3,170 $138,000

Others Institutions Holding AOM

# of Institutions
289
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email